We serve privately held and family businesses, angel and venture-backed companies, public companies, foundations, not-for-profit and public sector organizations, and high net worth individuals and their families.

Robert A. Wheeler

About

A word to describe Rob is dedicated. Not only have he and his wife been to every Bruce Springsteen concert in the area since 1986, but he has given an incredible amount of himself to the success of Clark Nuber. You could say he’s our groupie.

As the President and CEO of Clark Nuber, Rob is focusing on strategic planning, business development and company operations. As the shareholder in charge of the firm’s tax practice for the past fourteen years, Rob has worked with a wide variety of closely held businesses and their owners in industries that include real estate, professional services, and technology, ranging in size from startups to companies with multistate and multinational operations. Rob’s tenure with CN has provided him with a wealth of organizational and cultural knowledge that will ensure the company’s continued success.

Practice Emphasis

Strategic planning, succession planning, and growth strategy for closely held businesses and professional services firms

Federal income and estate tax planning and consulting

Tax and business planning for professional services firms, including owner agreements, compensation, and mergers and acquisitions

Succession planning for closely held business owners, including intra-family transfers and business sales

Proven Results

Clark Nuber Tax Practice Leader from 2002 – 2014, during which time the tax practice more than doubled in size as measured by both revenue and personnel.

Overall responsibility for recruiting, people development, operations, and strategy for the tax practice to support organic growth.

Member of Clark Nuber Management Board from 2005 – present.

Consulted with many clients regarding both tax and business implications of shareholder and partner agreements, as well as various types of non-ownership incentive plans, such as “phantom stock” plans.

Assisted in structuring numerous business acquisition and sale transactions to maximize tax efficiency while meeting the economic objectives of the client.

Education

Montana State University, B.S. in Business, Honors

Activities

American Institute of Certified Public Accountants, Tax Section Member